🧐Introduction
When we go to the tab offices, we see all the offices that we have on all accounts. If you select a specific account(s), then we will see the offices of the selected account. If there is no cabinet in the list, make sure that the social account has sufficient rights for this cabinet (Administrator rights must be set). Without Administrator rights, social accounts will not be displayed.
Let's divide the tab into 4 points and consider each of them:
Basic functions for working with the Ad Account
Additional functions for easy sorting
Ad Account information
Statistics
Basic functions for working with the Ad Account
Tags - add a tag to the account, by which you can easily sort accounts in the future, or set tags "no-renew" "no-comment"
Archiving
Allows you to remove from view those accounts that you want to keep but don't need in your work.To archive an account, you must: select the account with a checkmark, click in the Dolphin {Server} top menu "three dots" - "Archive".Create ad - You can read how to do your first pour here.
3 Points
Link the card
After creating the FP, you need to link the cards to the advertising offices. This is very easy. Select the accounts that you want to process, using the checkboxes, go to the tab "Cabinets". Select the cabinets you need, then "Three points" and "Bind the card".
In this window, type the card or a list of cards in this format: 1111222233334444;01/21;888;CARDHOLDER NAME;ZIP;VAT ID.
⚠️VAT ID (12 digit TIN card) - currently can be added for geo Ukraine billing.CARDHOLDER NAME;ZIP;VAT ID parameters are optional and not all can be entered. The main thing is to keep the sequence. ZIP is for American cards and can have 5 digits. This menu also contains the following parameters
Set ad accaunt currency - sets or changes the current cabinet currency
Set ad accaunt timezone - Read more.
Set ad accaunt countries - Changing the country of the cabinet often helps to solve some errors with non-binding cards
Set card as primary.
After entering the data, click "Continue" and you will be taken to "Data check".
It is very important to make sure that the card(s) is (are) read correctly.
⚠️Pay attention to the "Run in parallel" and "Pause between AD Accounts" sliders. This only works if you are linking cards to classrooms from different accounts with different proxies. If the cabinets are within one account, this functionality does not matter. Also, if you have, for example, 10 cards, but the cabinets for the binding of 100, you can assign the cards (on the left there are two choices). If sequentially, then the 10 cards will be tied in turn 10 times. The 1st card will be at 1, 11, 21, 31, 41 ... etc. cubicles, the 2nd card will be at 2, 12, 22, etc. If every N classrooms, the 1st card will be tied to N classrooms, the 2nd card will be tied to the next N classrooms. For example, a total of 100 classrooms, N is set to 12. For the first 12 classrooms the system will try to attach the 1st card, for classrooms from 13th to 25th the 2nd card, etc.
After selecting the desired data, click "Attach".
You can choose one of two binding methods when binding a card:
- API method, which is the method we used earlier to bind cards
- Web method, which works similarly to the card binding method when creating a FP boost. (linking the card through the FP to the ad account)
Use the one you think is best for you.
Attach bank card/ Link BM card - You now have a Selection of BM payment methods for cabinets and the ability to set up unique payment methods for each cabinet directly from your BM. Want to use a payment method for a cabinet not from the cabinet, but from the BM owner? Now it's possible!Video link: https://cli.co/RnHIzL9
Delete cards
Deletes a card from the cabinet, if you have two or more cards, then after removing the main card, the second attached card automatically becomes the main card
Transfer to Prepaid - We are launching in test mode a new functionality of transferring cabinets to Prepaid. Many of you have asked us to add this feature, so that you can quickly and easily change the form of payment on your accounts. The functionality does not trigger limits, does not change the currency and country, but simply switches the cabinet to prepaid. For your convenience, we added an indication of whether the cabinet is prepaid now or not. Link to video: https://cli.co/MJC3rg-
Change billing country - Probably everyone has encountered a situation where the purchased FB account has already been pouring traffic and in the advertising account is selected Russia, or you opened your old account and also do not want to pay the VAT levy. This function will help you
Delete TAX/VAT ID UA - Some of our clients are first-time users, and this function will be useful for them. They fill ads in such a way that they have time to spin traffic before the first debit from the card. But FB also understands this and makes it possible to write off the money in advance and not give it back. However, the only way to get your money back is to remove your VAT ID from your account and change it to an individual's account.
Unarchive - to remove an account from the archive, you must click "Filters" in the top menu, select "Show Archived", select the account with a check mark, click in the menu above "three dots" - "Unarchive".
Rename - changes the name of the selected cabinet(s)
Deactivate cab - will be useful to deactivate an office with a debt and create a new one.
Create Pixel - Facebook Pixel allows you to divide your audience into groups and show ads to those who are really interested in them - website visitors.
Set of Cost Limit - You can set the number of cents you can deduct from the billing, and set the limit so that you can make it to the firstbill.
Share personal account - transfer private office to private office (transfer private office to another account, rascharka cabinet, how to transfer private office autoreg on trust account "king, social") are all the same concepts performed by one action.
Share personal account to BM - transfer of the PM (transferring the PM cabinet to another account, sharing the PM cabinet, how to transfer the PM cabinet to a trusted PM account "king, social" ) are all the same concepts performed by the same action.
Enable/disable notifications - these are exactly the notifications that come to the offices in ads manager
Verify account Risk Payment
Risk Payment (RP) is a blocking of the means of payment. This problem occurs after the card is linked. After the check on the payment, the card gets a ban. You can pass them in three specified ways. also there is a possibility of Parallel execution for several offices at once.
Is it possible to debit pre-authorization through our autopay? Yes, you can, just select the required item in Risk Payment. pre-authorization is card verification or hold verification.Autorule management
Allows you to apply or delete rules on a cabinet. Learn more about creating and adding auto-rules.
Cabinet Payment - refill the amount to spin ads on FB
Apply automation rules group - Allows you to apply or delete a group of rules on a cabinet. Learn more about creating and adding an auto-rules group.
Pay off debt - this is an important feature if you still plan to work with the account. If you don't pay Facebook ads, the linked card will catch Risk Payment. Facebook algorithms will remember its BIN - this is the first 6 digits of the card. The trust of such a card will be about zero. And linking it to another business account is unlikely to work.
Data export - can be performed in any specified format or printed
Additional functions for easy sorting
Selected Only Slider - leaves only selected rooms in the tab
Setup Column - here you choose which metric you want to display statistics for (we have 166 variants)
Update data from FB - you can also set the automatic update.
Choice of currency to display statistics
Sort statistics by Date - helps you navigate by date and improve tracking accuracy by metrics.
Search by name or id
Information on the ad accaunt
Basically all the data is clear to the user, let's dwell on the most frequently asked questions.
Ad Accaunt statuses
ACTIVE - account is fine
RISK_PAYMENT - more info
POLICY - any violation of Facebook policy
PENDING_CLOSURE - pending closure, for example: if you have closed the account via Facebook. You can read more about this in the Facebook documentation.
TOKEN_ERROR - You need to check your FB token. How to update the token in the Accounts tab. If there is this error, it will be on all tabs
UNSETTLED - this status means that there is no payment for the current account or the account has passed the risk paiment (card confirmation). If the first option - the status will be resolved if you pay the debt. If the second option - then after updating the statistics it will disappear and change to the current for the cabinet.
Ad Accaunt time zone - about this parameter is a little bit more detailed here.
Time of last statistic update - In the screenshot this 26 апреля, 13:12
Changing the map to the main map - gives you the opportunity to change the map to an already added
The bar under the name of the Ad Accaunt - This is the status of moderation on the cabinets. Green - uprove, red - reject, yellow - under consideration, several different colors - different statuses.
Facebook API Log- Here you can see all the actions that have been carried out on the API with your cabinet. It also shows the errors and their causes or reasons for not filling ads on this cabinet.
Forced payment
This feature appears immediately when a payment is linked to the advertising office and is provided for manual payment, in case of
if the billing threshold has not been reached yet, but immediate payment is required to extend the limits in Business Manager,
or for a second attempt to write off the funds (if at the time of the next billing there were not enough / not enough funds on the payment).This function appears only after receiving the data on expenses for this advertising account.
If there are no expenses on this account, there will be no button.
For example:
0/8.12 USD - first billing Ad Accaunt
49.71 USD - daily limit Ad Accaunt
Here you can also see the trust indicator from FB. In total FB has 4 indicators - 0,1,2,3, where 0 is the weakest account and 3 is the top one. There is a help near this indicator in Dolphin, in it you will find the value of this or that Tier account.
Tier 0 - High risk.
Limits Limit of advertising account costs from 25$ to 50$. 1 advertising account per Business Manager is allowed.
Tier 1 - Medium/High Risk.
Limits Spend Limit in an advertising account from $50 to $250. Up to 3 x advertising accounts are allowed in a Business Manager.
Tier 2 - Low/Medium Risk.
Advertising Account Spending Limit restrictions from $250 to $5,000. The Advertising Account limit in Business Manager is no longer dependent on trust level.
Tier 3 - High Trust Level
There are no limitations in the Daily Spend Limit of an advertising account.There are no limitations in the advertising accounts in Business Manager. DSL (Daily Spend Limit) can be requested from $5000 and higher.When an advertising account has a trust level Tier 3, all advertisements are no longer checked by the system, but are submitted to a moderator (not the system checks, but a human).
Statistics
Here you will display the metrics that are listed on Facebook. or those that are in the columns setting. If you do not have the necessary metric and it is not in Facebook, then it can not be displayed here. Read more about problems and working with statistics.